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01772 780300 home about us about us meet the team our unique approach services financial planning investment management careers contact us blog client login wealth management you can trust invest in a better future in an increasingly complex world are you looking for simplicity? don’t dream of a great life, plan for one our services contact us welcome to raymond james, ribble valley branch with a welcoming office in the heart of the picturesque town of longridge, the raymond james ribble valley branch has rapidly grown into a thriving wealth management boutique that employs 16 specialists from across the investment and financial planning sector. each of our teams offer a different speciality, which allows us to provide the best specialist financial planning and investment advice. we all work together as a complete team to provide the tailored advice and long-term relationships that our clients are looking for, to help them meet their specific financial objectives. branch principal wayne hayhurst and his team retain the intimacy of a small local practice, whilst being backed by the resources and financial strength of a large, highly regarded financial services company. what sets us apart is the vast range of services that we offer in-house, around financial planning, investment advice services and stockbroking, meaning clients can benefit from a complete solution all under one roof. the fact that everything is in-house really gives the raymond james ribble valley branch the edge, enabling the team of specialists to work selectively with individuals with whom they can build a successful working relationship. we pride ourselves on taking the time to get to know our clients and their circumstances, in order to work with them in achieving their life goals. do you deserve a pay rise from your savings? at raymond james we help our clients to select the most suitable investments for their savings and review this on a regular basis. to book a free consultation contact us today raymond james investment services limited is a member of the london stock exchange and is authorised and regulated by the financial conduct authority. registered in england and wales, no. 3779657. registered office broadwalk house 5 appold street london ec2a 2ag. https://www.raymondjames.uk.com accessbility | cookies & privacy policy | legal disclosure | sitemap © 2017 raymond james investment services ltd (preston) | raymond james is a registered trademark of raymond james financial, inc. 8 berry lane, longridge preston, pr3 3ja tel: 01772 780300 | web: www.rjiswealthmanagement.co.uk accessbility cookies & privacy policy legal disclosure sitemap pop up 10 lorem ipsum dolor sit amet, consectetur adipiscing elit. donec ornare vehicula dapibus. proin posuere, sem in sollicitudin porta, arcu velit facilisis leo, eu elementum mauris mi nec odio.ut accumsan in mi nec euismod. sed nulla eros, consectetur sit amet sapien sit amet, tristique pharetra urna. aliquam dignissim dignissim lorem. etiam placerat commodo urna, sed elementum tortor rhoncus eget. fusce quam justo, cursus at orci vel, tincidunt fringilla justo. mauris malesuada blandit urna sed tempor. pellentesque elementum sodales metus. aliquam erat volutpat. nulla dignissim sapien sit amet quam aliquam, eu molestie elit maximus. vestibulum ultricies id dolor a fringilla. integer et venenatis erat. ut pellentesque lacinia massa pulvinar semper. in ultrices quis ligula at tincidunt. curabitur aliquam quis libero id euismod. donec sit amet turpis non augue lobortis convallis non nec velit. donec interdum, dolor vitae hendrerit mattis, nulla ipsum imperdiet ipsum, nec tristique lectus sapien at neque. vivamus faucibus efficitur dui, sit amet dignissim odio aliquet ut. × pop up 9 lorem ipsum dolor sit amet, consectetur adipiscing elit. donec ornare vehicula dapibus. proin posuere, sem in sollicitudin porta, arcu velit facilisis leo, eu elementum mauris mi nec odio.ut accumsan in mi nec euismod. sed nulla eros, consectetur sit amet sapien sit amet, tristique pharetra urna. aliquam dignissim dignissim lorem. etiam placerat commodo urna, sed elementum tortor rhoncus eget. fusce quam justo, cursus at orci vel, tincidunt fringilla justo. mauris malesuada blandit urna sed tempor. pellentesque elementum sodales metus. aliquam erat volutpat. nulla dignissim sapien sit amet quam aliquam, eu molestie elit maximus. vestibulum ultricies id dolor a fringilla. integer et venenatis erat. ut pellentesque lacinia massa pulvinar semper. in ultrices quis ligula at tincidunt. curabitur aliquam quis libero id euismod. donec sit amet turpis non augue lobortis convallis non nec velit. donec interdum, dolor vitae hendrerit mattis, nulla ipsum imperdiet ipsum, nec tristique lectus sapien at neque. vivamus faucibus efficitur dui, sit amet dignissim odio aliquet ut. × charities & ethical investing we are able to accommodate a wide range of ethical investment requirements as we build each portfolio from scratch in line with your preferences. this is in contrast to the typical one-fund-fits-all view that is far from optimal for those looking to invest ethically. our stockbroking capabilities allow us to utilise individual shares alongside selected funds to ensure your portfolio is tailored to your particular needs. we work with both charities and private investors with ethical requirements. × aim portfolio service our alternative investment market (aim) portfolio service offers an opportunity to grow your investments and shelter a part of your estate from inheritance tax (iht). and unlike other iht planning tools, our aim portfolio service enables you continued access to income and capital. aim stocks are more volatile and can be less liquid than standard securities. certain shares within the aim qualify for bpr and therefore offer 100% iht relief provided they have been held for two years or more at death. our aim portfolio service seeks to help clients benefit from this relief, whilst also offering them exposure to attractive investment opportunities independent of the relief. we use the aim portfolio service as one option in a wider inheritance tax planning strategy. it isn’t suitable for all clients. × advisory portfolio managment we will discuss any recommendations or portfolio changes with you before they are made. this service is more suitable for clients who wish to play a more active role in managing their investments. × discretionary portfolio management investment decisions and adjustments to your portfolio are made by your wealth manager in line with your agreed investment strategy and risk profile. this allows for decisions to be taken faster and removes any investment liability from you. × savings & investments an important part of planning for the future is ensuring you are saving and investing enough of your wealth to achieve your goals. we use cash flow planning to project the value of your savings and investments into the future, this allows us to calculate the levels of contributions required to provide a certain standard of living in retirement. we also make use of all the available tax allowances and account wrappers (e.g. isas, pensions) to help you grow your wealth in a tax-efficient way. × inheritance tax & estate planning at raymond james we specialise in helping our clients with iht planning. effective iht planning can help you mitigate the iht levied on your estate and ensure more of your life savings can be passed onto your loved ones. we achieve this by setting up tax-efficient wrappers for your investments, utilising allowances and if suitable, creating insurance policies or our aim portfolio service. × retirement planning if you are currently trying to plan for a two person, three decade retirement, the current pension legislation can seem very complex. whether you already have multiple pension plans in place, but worry about their ability to provide for your retirement or you don’t have existing pension provision a

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http://www.rjiswealthmanagement.co.uk/about-us/#aboutus
http://www.rjiswealthmanagement.co.uk/about-us/#strategy
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